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Elizabeth Roth

Advisor at Morgan Stanley

Updated today

Location

Ste. Genevieve, MO

Credentials

CFP®, Series 63, Series 65

Industry experience

39 years

About

Elizabeth Roth is a Certified Financial Planner® with 39 years of industry experience. She has been with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, National Association. Outside of financial advising, she is a partner in Silver Sycamore Gallery, a fine arts business in Ste. Genevieve, Missouri. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Client services

Based on Morgan Stanley

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation advice

Expertise

Based on Morgan Stanley

General estate planning guidance

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Fee options

Other

Minimum fee: Maximum fee generally $5,000, up to $20,000 for certain financial plans (effective Q1 2026); fees are negotiable and may be discounted up to 100% Fee-only: Financial planning services fees payable as a one-time lump sum fee upon delivery of the Financial Plan

Location

Ste. Genevieve, MO

Most active in

Missouri · New York · Texas

Work history

Morgan Stanley Private Bank, National Association

2015 - Present (11 years)

Morgan Stanley Smith Barney

2009 - Present (17 years)

Citigroup Global Markets

1993 - Present (33 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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